--- title: Privacy Policy | Financial Software Solutions description: Learn how Financial Software Solutions collects, uses, and protects your data across TrusteSolutions and CORE, including cookies, analytics, and contact preferences. image: https://www.trustesolutions.com/hubfs/social-share-logo%20(1).png --- # Take Control. With Confidence. ### Security & Compliance at Financial Software Solutions January 2026 At Financial Software Solutions, LLC, the security and privacy of your data are our highest priorities. We are committed to maintaining enterprise-grade security practices to protect the information you entrust to us. --- #### Compliance & Audit Status We believe in continuous verification. Our control environment is regularly evaluated by independent third-party auditors. - **SOC 1 Type II Certified:** Financial Software Solutions, LLC successfully maintains a SOC 1 Type II compliance report, demonstrating our long-standing commitment to operational excellence, financial controls, and data integrity. - **SOC 2 Type II (In Progress):** We have actively kicked off our formal SOC 2 Type II audit process to expand our compliance framework against the AICPA Trust Services Criteria (Security, Availability, and Confidentiality). - **Target Completion:** Q1, 2027 --- #### Our Security Posture Our security program is designed and evaluated against rigorous industry frameworks to protect our financial software environment, covering the following key areas: - **Security & Access Control:** We enforce strict, role-based access control and require strong multi-factor authentication (MFA) across all production and internal systems. - **Data Protection:** All customer data is encrypted in transit and at rest using industry-standard protocols. - **Vulnerability & Incident Management:** We maintain a formal incident response plan and conduct continuous vulnerability scanning of our environment. Third-Party - **Risk Management:** We vet our cloud and service providers carefully to ensure they meet our high data protection standards. --- **Contacting the Web Site** If you have any questions about this security & compliance statement, the practices of this site, or your dealings with this Web site, [click here to submit a request.](mailto:security@trustesolutions.com)